Ranch Capital Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

Ranch Capital Advisors’s Portfolio PBD Stock Details PBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,060	Closed	-$30K	–	438
2021 Q3	$30K	Hold	1,060	–	–	0.02%	324
2021 Q2	$32K	Hold	1,060	–	–	0.02%	389
2021 Q1	$33K	Hold	1,060	–	–	0.02%	363
2020 Q4	$36K	Hold	1,060	–	–	0.03%	344
2020 Q3	$23K	Buy	+1,060	New	+$20.5K	0.02%	422

Other funds holding PBD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Ranch Capital Advisors's PBD Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2021, closing a stake of 1,060 shares — an estimated $30K sold.

Ranch Capital Advisors first reported a position in PBD in Q3 2020 and held it in 5 quarters. The position peaked at $36K in Q4 2020. 88 funds tracked by Wall St. Rank hold PBD as of Q4 2021.

Ranch Capital Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 1,060 Invesco Global Clean Energy ETF shares in Q4 2021, an estimated $30K.
Ranch Capital Advisors first reported a position in Invesco Global Clean Energy ETF in Q3 2020 and held it in 5 quarters.
Ranch Capital Advisors's Invesco Global Clean Energy ETF position peaked at $36K in Q4 2020.
88 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.